Financial Adviser Advocate
Helping you help your clients grow and prosper
How to Demonstrate You are a Fiduciary
With a heightened focus on providing fiduciary care, I’ve developed a worksheet that I give to prospects to determine if I – or any other broker or advisor – will always act in their best interests.
The Great, Unanswered Retirement Question
There is an overarching retirement planning question that goes unanswered or is never brought up during an adviser-client meeting.
How to Implement the Retirement Lifestyle Planning Tool
Request Instructions for implementing the retirement lifestyle planning exercise -You Vision into your financial planning practice.
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